HOVR
New Horizon Aircraft Ltd. Class A
stock NASDAQ

HOVR

When I invest in a company I look for 3 main things:
\- Originality - does the company offer an original product or service.
\- Long term potential - will the product or service be have the same or greater demand in 20-30 years as it does now.
\- Disruptiveness - does the company disrupt a current monopoly or duopoly?
Would love to hear what companies you guys think fit this criteria. In my opinion, companies that fit this criteria, that I have invested in are, RKLB, POET, ONDS, HOVR.

The thing with pre-revenue names is dilution. HOVR did two raises within about a month earlier this year. You can be completely right about the technology and still do badly, because by the time it works you own a fraction of what you started with.
On actually valuing them, you can't model forward with no revenue, but you can reverse it. Work out what revenue and margin today's market cap already implies, then ask whether that's plausible. Much easier question than guessing at a fair value.

Ouvrir un compte IBKR
Faire des recherches sur les secteurs d'avenir (ex : robotique, spatial, quantique) ou sur des biotech déjà avancées.
Utiliser de l'IA (Claude > reste) pour compiler des données, vérifier les cash runway des sociétés, afin de déterminer le risque de dilution, etc
Comme les frais IBKR sont peu élevés, rentrer par paliers de 100 à 300 max par ordre, et attention c'est très important : UNIQUEMENT dans des journées où c'est rouge sur les marchés , comme hier par exemple (-5% ou plus sur une action sur laquelle on avait l'intention d'investir, alors qu'il n'y a pas eu de changements dans les fondamentaux, c'est cadeau).
Faire un suivi régulier pour dénicher des nouvelles opportunités ou renforcer les positions.
Actuellement je suis sur INFQ / LUNR / AUR / OUST / DRTS / SLS / HOVR / AMPX

How do you price originality? Investors really struggle with this idea.
Some investors completey discredit companies original products or services and only care about revenue and income. Other investors build their entire portfolio around companies with original products and services because they understand how valuable a new idea can be.
Personally, I believe companies that are doing something completely new or different offer the highest potential returns. Companies like SPCX, HOVR, POET, ONDS all have products and technology that no other companies have. For this reason, Redditors fight to the bitter end trying to assign a fair value to these companies.
Would love to hear about more companies that have a totally original product or provide an original service, and hear how you determine a fair valuation for these type of companies.
I have small positions in the 4 companies I mentioned and simultaneously believe they are completely overvalued and undervalued. But at the end of the day, I have high hopes in their future, because they do something different.

SOFI, VRT, HOVR

I put 5% in each of: ASTS, SLS, HOVR, ONDS, LUNR. Then the rest VOO and chill

I put 5% in each of: ASTS, SLS, HOVR, ONDS, LUNR. Then the rest VOO and chill